Big changes are coming to paid Zapier plans

Following on from the changes to Zapier plans earlier this year we’ve been working hard to deliver further improvements to our paid plans, making it easier to choose the right plan for your needs. As of April 2, 2024, we’ve made some additional exciting changes to our paid plans!What’s changing?Starter Plan customers get a free upgradeWe’re upgrading everyone from a Starter plan to a Professional plan at no extra cost. Giving existing Starter plan customers access to Professional plan features like 2-minute polling times, unlimited premium apps, autoreplay and more! Live chat will be available for Professional plan customers on a 2K task tier or higher.Introducing the Zapier Enterprise planOur brand new Enterprise plan empowers business and operations teams to automate without compromising on the guardrails that IT teams need. Designed to meet the unique challenges of large-scale automation it offers enhanced observability, refined controls and streamlined deployment processes. When you’re ready to scale usage across departments or your entire business, our Enterprise plan is here to support you.Added task tier options for Professional plansIn addition to the existing 2K to 2M task tiers, we’ve added 750 and 1500 task tiers. Allowing you to opt for lower task tiers without losing access to Professional plan features.SSO now available for Team plansThere is now an add-on available for Team plans customers that enabled the SAML single sign-on (SSO) feature, previously exclusive to Company plans. We’re now phasing out Company plans and will contact existing customers on those plans to share details on the next steps.What does this mean for you?Experience the full power of the Zapier Automation platform: With Zapier Chatbots, Interfaces and Tables available across all Zapier plans you can now build seamless, end-to-end solutions with native tools, no matter what plan you’re on. Or leverage as many of Zapier’s 6,000+ app integrations as you want on any paid plan. Scale without worry: All paid plans now have higher task tiers available so you can scale your task usage without needing to upgrade your plan. Powerful automation: Everyone now has access to create powerful, fully featured Zaps on any paid plan. Automation for all: We’re increasing the capabilities of all paid plans and enabling more powerful enterprise-grade features to help every size of business automate and scale on Zapier.With these changes, our new Zapier plans provide all the tools you need to build and scale end-to-end workflows that harness the power of automation, no matter the size of your business.Eager to learn more? Check out our Enterprise Plan and Existing Plan Updates announcement for the full details of all the changes taking place from April 2, 2024.

Categories:Product UpdatesAnnouncements

What's New: 25 new triggers & actions for March 2024

Hey Zapier community! This past month was filled with 320 improvements across the board. We've been hard at work, focusing on what makes our integrations and Zaps not just better, but a notch above the rest, all for you.It’s our pleasure to spotlight a fraction of these developments, specifically focusing on 25 new triggers and actions that respond to some of the most frequent requests and commonly used apps within our ecosystem.  Spotlight on 25 new triggers & actionsIn the last month, we’ve added 177 new features to support your favorite apps. Dive into 25 of our latest improvements designed to supercharge your automated workflows:Intercom's "Send message to contact" action kickstarts seamless communication, bringing you closer to your users. Zapier's "File from text" action transforms text snippets into files, streamlining your document management. now boasts Custom Actions, enabling more personalized workflow automation within its versatile platform. Asana shines with two updates: "Find task in workspace" action for pinpoint task location, and triggers for "Completed subtask" and "new comment on a task," keeping your project management sharp. Stripe's "Create invoice" action simplifies transaction documentation, ensuring your financial workflows are meticulous. Discord joins the party with a "New mention" trigger, ensuring you never miss a beat in your community interactions. BigQuery's "Find row supports create row" action adds a layer of efficiency in managing your data, perfect for those intricate database tasks. Klaviyo ramps up your email marketing with a suite of actions: from "Send campaign" to "Unsubscribe user," and more, making subscriber management a breeze. Microsoft Office 365 and Microsoft Outlook enhance email and calendar functionalities with new triggers like "New attachment," "New email in folder," and "New flagged email," ensuring you're always on top of your communications. Pipedrive enriches CRM capabilities with "Add label to person" and "Find multiple deals" actions, organizing your sales efforts more effectively. Zendesk's "Tag Added to User" action fine-tunes your support interactions, providing a more tailored user experience.These updates represent our ongoing commitment to offering you a platform that not only meets but exceeds your automation needs. Whether it's refining existing workflows or discovering new ways to automate, these 25 new triggers and actions open up a realm of possibilities.Why these updates matterThe enhancements we’re highlighting here underscore our dedication to evolving alongside your needs, ensuring Zapier provides you with all of the required automation tools you need. While these 25 new features and actions are tailored to address common requests and enhance frequently used apps, they represent only a part of our broader effort to continually update your apps. Stay tuned for more updates, and here's to making every workday more productive. Happy Zapping!-Nick Dowdle, Product Marketing Manager - AI & Ecosystem

Categories:App IntegrationsAnnouncementsApp Improvements

New triggers, actions & features - January 2024

In January, we had 243 updates across 141 apps.We're excited to share a fresh batch of updates and enhancements across a variety of Zapier integrations. These improvements aim to refine your automation workflows, enabling more profound insights and making your processes more efficient. From enhanced subscriber management in Stripe to advanced ad performance analysis in YouTube, these updates cater to nearly all Zapier users. With over 15 new actions that simplify tasks like creating listings on eBay, 10+ new triggers designed to keep you informed about key activities across platforms like Twilio and Klaviyo, and several feature enhancements that improve functionality in apps such as Microsoft Outlook and Google Calendar, this update is packed with opportunities to enhance your automation setup.Our team has worked hard to ensure these new features and updates meet your diverse needs by enhancing functionality, efficiency, and customization capabilities across various apps. Below, you'll find a summary of what's new:Asana: Enhance task details with new fields in task updates. Decision Vault: Capture more data for automation with additional fields. Discord: Improve user search accuracy with the a new find user field. DocuSign: Facilitate agreements with multiple parties through multi-signature support. Drupal: Track content engagement effectively with downloaded content triggers. eBay: Simplify online listing creation. Excel: Enhance data entry efficiency by adding multiple rows. Google Ads: Enable tracking for new conversion types with WBRAID & GBRAID support. Google Calendar: Add functionality for event attachments. Google Drive: Monitor file activity with a new trigger for downloaded files. Google Tasks: Improve task retrieval flexibility. Gravity Forms: Support site localization efforts with WordPress Multilingual Plugin. Jobadder: Enhance candidate management process by easily deleting candidates. JustCall: Optimize contact search in campaigns. Klaviyo: Get notified about new subscribers with a trigger for new additions to your account. Microsoft Dynamics 365 Business Central: Expand Zapier integration capabilities with Custom Actions. Microsoft Outlook: Experience enhanced email management with the new message in folder trigger, allowing for detailed organization and notification based on folder selection, including the "Sent" folder. Pipedrive: Broaden activity tracking details with new fields. QuickBooks: Streamline payment processing with a new action to generate payment links. Salesforce: Automate complex business processes with a new action to run action plans. SendGrid: Offer greater workflow customization with enabled Custom Actions. SNS: Enhance subscription verification. Square: Improve payment transaction details with a new email field. Stripe: Streamline subscriber management with an easy way to cancel subscriptions. Also, various updates including new ways to manage subscriptions and detailed financial tracking. Twilio: Enable long-duration recording alerts. YouTube: Support in-depth ad performance analysis with new reporting metrics.These updates are rolling out and will be available to all our users. We're excited to see how these enhancements will support your automation goals and streamline your tasks. Stay tuned for more updates, and as always, happy automating!Zap away!-Nick Dowdle, Product Marketing

Categories:App IntegrationsAnnouncementsApp Improvements

Here are 243 different ways Zapier got better in January 2024

It was a monumental month for improving Zapier.At Zapier, we're committed to improving your experience. And when apps and Zaps become more reliable, responsive, and secure, we know we've made an improvement worth sharing. Every step forward, solution, and valuable addition released in January 2024 was driven by your feedback, evolving technologies, and Zapier's vision to streamline your work. An app, no matter how good, can always be better. January was about making the best even better.Here's how we got to 243:We added 100 new features. These are innovations driven by you, whether it was simplifying a task, or adding something new to improve a most critical workflow. From automation to integration, these 100 new features are all about making your life easier. We fixed 143 bugs. Every bug we fixed in January means a smoother experience for our users. It's not just about fixing what's broken—it's about ensuring that our platform remains robust and reliable. Overall, we improved 141 apps in January 2024, as many recieved new features and saw bugs fixed.  The top categories that got better in January 2024Customer Relationship Management tools are about more than just managing contacts. As the name says, they're about relationships. Updates to CRM platforms like Salesforce and NationBuilder ensure your team can nurture relationships effortlessly. Marketing automation is the linchpin of a successful campaign. Our updates in January to Hubspot, Klaviyo, Pardot, and ClickFunnels Classic were designed to ensure marketers could easily create, execute, and track campaigns with precision. (Keep reading for more updates on Klaviyo.) Databases are the unsung heroes of business. Our database updates were all about the need for speed, efficiency, and reliability. This is especially true for BigQuery, which launched in 2023, and Airtable, which has experienced consistent integration updates since its launch. Whether you're storing data or retrieving it, our integrations ensure it's a breeze.  App Spotlight: Klaviyo leads the charge in email marketingWe're shining the light on Klaviyo because, over the past six months, Zapier's integration with this marketing automation platform has experienced a surge of important updates. Months of continuous improvement to KlaviyoFrom September 2023 to January 2024, we worked hard to refine Klaviyo's integration by simplifying audience segmentation, enhancing email templates, and introducing new automation triggers. Every update we've made has been to ensure Klaviyo remains the best in class.The newest, most-used Klaviyo triggers & actionsThe latest additions to Klaviyo's arsenal of triggers and actions are all about more powerful workflows:Remove subscriber from list is a game-changer for businesses that value data hygiene. Subscriber added to segment or list allows for dynamic audience management. New subscriber ensures you never miss a beat when someone new joins your community.  App Spotlight: Microsoft Outlook—more than just emailMicrosoft Outlook is more than email: it’s been the go-to for professionals worldwide because of its holistic approach to productivity. With calendar integrations, task management, and seamless contact synchronization, it's a tool that has many uses.Improvements over timeFrom April 2022 to January 2024, our integration with Microsoft Outlook has evolved to meet the demands of a modern professional. We've introduced features that make email management a breeze, calendar scheduling intuitive, and task tracking effortless.Most used new triggers & actionsOur January updates introduced triggers and actions that redefine email management:"New method in folder" offers a dynamic way to organize emails, ensuring you never miss out on critical communications.  "New attachment" simplifies document management, ensuring you always have the correct files at your fingertips.  Zapier helps you get more from Klaviyo and OutlookWe've just explored how Klaviyo and Microsoft Outlook have received major improvements over the last few months. Before we move on, we wanted to briefly shine a light on how each of these platforms work even better together as a result of Zapier's integration improvements.Klaviyo and Microsoft Outlook can now create even more refined campaignsWhen you pair Klaviyo's robust email marketing capabilities with Microsoft Outlook, magic happens. Imagine segmenting your Klaviyo audience based on their interactions with your Outlook emails or automating follow-up campaigns based on email opens and clicks. The use cases are unlimited, folks.Microsoft Outlook and Klaviyo can be a busier hub for your messagingWhen integrated with tools like Klaviyo, Microsoft Outlook becomes more than just an email client. It transforms into a productivity hub where communication meets action. Whether it's following up on leads, scheduling marketing campaigns, or tracking customer interactions, Microsoft Outlook's integrations ensure you're always on top of your game. Stepping forward with confidenceZapier's work is characterized by its continuous evolution and a deep commitment to improving the quality of our integrations with more than 6,000 apps.Our recent advancements with Klaviyo and Microsoft Outlook are just a sampling of our broader mission to empower businesses with integrations that transform how they work. Our work is fueled by your feedback, inspired by your success stories, and driven by the possibilities that lie ahead. Here's to a future of seamless integrations, innovative features, and a partnership that grows stronger with each passing day.Until our next update—happy Zapping!-Nick Dowdle, Product Marketer

Categories:App IntegrationsZapier AppsAnnouncementsApp Improvements

Exciting updates to your Zapier plan!

I’m excited to share that we’re improving what’s offered with Zapier plans. We’ve implemented three massive changes to help you get the most out of Zapier:More Zaps: We’re removing the Zap limits on Free and Starter plans. We want everyone to be free to build as many Zaps they want. So now, every plan offers unlimited Zaps.  More flexible: It can be hard to predict sudden spikes in task usage, which can lead to unexpectedly large bills or your Zaps turning off. With the introduction of a pay-per-task billing if you exceed your plan's task limit, you can pay for each additional task at 1.25x the price of a task on your current subscription.  More valuable: Filter, Formatter, and Paths actions will no longer count towards your task usage. Yes, you read that right! If you’re on a paid plan you won’t incur any task usage for sending data between Filter, Formatter, Paths by Zapier, and another app. Making those all important advanced workflows much more cost-effective.You'll now have access to certain features across all plans, providing more value for your subscription. And with the introduction of pay-per-task billing for tasks over your plan limit, you can keep your Zaps running without interruption; and you can decide when to upgrade at a time that’s right for your business.Excited to learn more? See our Pricing and Packaging Improvements page here for further details.

Categories:Product UpdatesAnnouncements

Transform your workday with OpenAI + Zapier

Hi Zapier Community! We’re delighted to announce two OpenAI updates - the integration of GPTs + Zapier by OpenAI and the launch of AI Actions on Zapier which will support OpenAI’s Assistant API! This marks a giant stride towards making automation smarter, more intuitive, and tailored to your specific needs.Here’s a quick peek into what’s rolling out:AI Actions:Ever wished you could build custom versions of ChatGPT that can read your docs, access your data or search the internet? Now you can with AI Actions! It’s a brilliant tool that lets you create a tailored version of ChatGPT, making it a perfect fit for your company or product.Access to OpenAI’s Assistants API via new Actions in Zapier’s ChatGPT app:We’re also introducing five new actions that open the doors to the Assistants API:Create Conversations with Assistant Create Assistant Find Assistant Upload File for Assistant Find File with AssistantThe Assistants API is a treasure trove of functionalities that stand shoulder to shoulder with what GPTs offer.Why This is Awesome:Personalized Automation: Craft your own flavor of automation by tweaking ChatGPT to resonate with your brand’s tone and objectives. Each time you ping your custom GPT, you can get a tailored response.  Enhanced Connectivity: With the Assistants API actions in the ChatGPT app on Zapier, you can handle everything from extracting specific information from a document, analyzing data in CSVs, to writing and executing code — seamlessly with your Zaps!Get Started:Curious to dive in? Check out our documentation to get started with GPTs and AI Actions. We’re super excited to see the amazing things you’ll create with these new tools. As always, your feedback is the compass that guides our innovation, so don’t hesitate to share your thoughts, questions, and experiences right here in the Community.Let’s continue making automation an exciting adventure together! 🚀


Supercharge your automations with Zapier's newest features!

We're thrilled to unveil our latest set of features so you can create powerful automations to run your business. Let's dive into the exciting new features and enhancements that await you! Spotlight FeaturesVisual Editor: Say goodbye to the complexities of building Zaps. With our revamped Visual Editor, you can intuitively design your automations, making it easier to explain, share, and collaborate on your Zaps. Spend less time on the how-to and more on achieving powerful outcomes. Learn more here. App Extensions with AI: Our new AI App Extensions help you build custom actions and offer smart recommendations throughout the process. Extend the functionality of your favorite apps with App Extensions. Read more. AI-powered Zap Builder: Transform your ideas into robust automations in a flash. Let our AI take the lead, drafting a Zap that's aligned with your requirements. Jump start building your Zaps! Learn more. Code with AI: No more hours spent on coding. Just write a simple sentence, and our AI will create a blueprint for your code step. It's coding made easy, even for those without a technical background. Learn more. Formatter with AI: Reformatting data is now a breeze. Describe your requirements in plain English, and let our AI handle the Formatter step. Plus, if you're unsure, our example prompts are here to guide you. Learn more. Notes and Notes with AI: Keep track of your Zaps effortlessly. Document key aspects of your Zap and its steps, ensuring you and your team can pick up right where you left off, without missing a beat. Learn more. Export Image of Zap: Share your automation brilliance without compromising on security. Export your Zap as an image, so you can increase transparency in your organization while maintaining access control. Learn more Zap Details Drawer: Get to the heart of your Zaps faster and with fewer clicks. Our new design ensures clarity, reduces potential errors, and enhances your overall Zapier experience. Help Getting StartedNeed some help getting started with all of the new AI functionality? We’ve compiled an easy-to-digest AI quickstart guide to help you take the first step on using AI in your automations. What This Means for YouMaximize your time with increased efficiency: Speed up your automation creation process with intuitive tools and AI assistance. Empower every team member: Everyone on your team, regardless of technical expertise, can now build and understand Zaps. Foster seamless collaboration: Enhanced features like image exporting and notes foster a collaborative environment, ensuring alignment across teams. Unleash the power of automation: Harness the full potential of our latest features to craft powerful and tailored automations that drive your business forward, ensuring you stay ahead in the game.  As we embark on this exciting phase, we're eager to hear your thoughts. How are these features enhancing your Zapier journey? What would you like to see in future updates? Your feedback is invaluable and helps us shape the tools we create for you.Thank you for being a part of our community. Here's to powerful automations and endless possibilities! 🚀

Categories:Product UpdatesAnnouncements

The Visual Editor is now available for everyone!

We're excited to announce that the Visual Editor is now available for General Access! This means you can now leverage its powerful features to enhance your Zaps, visualize your automations, and collaborate with your team more effectively than ever before.Spotlight FeaturesVisualize paths: With the Visual Editor, it’s never been easier to map out your automation flows, especially when dealing with complex Paths. The intuitive interface allows you to see, track, and comprehend the entire flow of your automation in an easy-to-understand, visual format. Duplicating entire paths: Need to create a similar Path? No need to build from scratch. The Visual Editor lets you duplicate entire Paths, saving you precious time and ensuring accuracy and consistency in your Zaps. Drag-and-drop: Simplify your Zap building experience by dragging and dropping directly in the Visual Editor. So whether you need to move a step or an entire path, it’s a quick and easy way to rearrange the flow in your automation. Exporting an Image: Need to share your Zap or explain the flow to team members outside of Zapier? The Visual Editor lets you export your entire Zap as an image. It’s a game changer for collaboration, making it easier than ever to keep everyone on the same page.How it worksHere is a sample Zap to help us manage submissions from our Typeform. We want to route form submissions to the Sales, Support, Accounting, and Communication teams. Also, we’ll need to update (or add) contacts to ActiveCampaign and then alert the correct teams with Gmail or Slack. [Link to full-size image]What does this mean for you?Greater automation potential: Visualize your automations to identify areas of improvement, maximizing efficiency and tailoring your Zaps to suit your business needs better. Empowerment for all: The user-friendly design makes automation building accessible to everyone on your team, regardless of technical ability. Enhanced team alignment: With features like image exporting and duplicating paths, the Visual Editor fosters improved collaboration, ensuring all team members understand your automations. Faster problem solving: Quickly grasp the structure and flow of your Zaps for efficient troubleshooting and smooth automation operation.As we celebrate this milestone, we would love to hear from you. What do you think about these new features? How have they transformed your Zapier experience? What other enhancements would you like to see in future updates? Your feedback helps shape the tools that we create for you, so don't hesitate to share your thoughts.

Categories:Product UpdatesAnnouncements

Notes by Zapier is here!

Hi folks 👋🏽 Excited to tell you about our new Notes functionality that we recently released!With Notes, you can now add, view, and edit notes for your Zap and Zap steps. What’s more, you can use the power of AI to automatically generate a note about your Zap, instantly! ⚡ ⚡Why is this important? Add notes to your Zap or Zap steps to: Help you understand how and why you’ve built the Zap to pick up where you left off. That way you can focus on building your Zaps, not needing to remember the finer details about how they work!   Collaborate with teammates on automation by providing them with the context they need to understand and build on your Zaps. This will help you unlock the power of automation across your team.  Troubleshoot your Zaps faster when they break and you need to make tweaks. By having the context of the Zap and its steps at your fingertips, you can quickly get to the heart of the problem and identify the solutions needed. ⚡Here’s what the experience will look like: Creating a Zap note and using AI: Creating a step note:’re excited for you to give this feature a whirl! Notes makes it easier for you to build Zaps, remember the context and rationale for how you built them, collaborate with teammates, troubleshoot with ease, and use AI to move even faster! 🙌🏽 

Categories:Product Updates

Build Zaps using our new Visual Editor (BETA)

The Visual Editor makes building Zaps more intuitive than ever. It enables you to better visualize your Zaps, collaborate with your team, and build powerful, complex automations to power your business.OverviewMaximize Automation Potential: The new visual experience allows you to more effectively see where you can enhance your current automations to create even more efficient and tailored automations to power your business. Empower Non-technical Users: The Visual Editor's user-friendly design makes it accessible to users of all abilities, empowering everyone on your team to contribute to and benefit from building automation. Better Team Alignment: The enhanced collaboration and communication features of the Visual Editor help your team stay on the same page, ensuring that everyone understands the purpose and structure of your automations and can work together seamlessly. Faster Problem Solving: With the Visual Editor's intuitive design, you can quickly grasp the structure and flow of your Zaps, allowing you to identify and address any issues or roadblocks in your automations more efficiently.Possible Use CasesMapping out complex automations: As you’re building complex automations the visual editor makes it easy to map out the flow of information. When your automation splits into different paths, you’ll will be able to see and track the automation’s flow in a way that’s easy to comprehend. Need to explain/collaborate with a team member: With the new design users will be able to enter into a Zap and quickly understand the Zap. Also, with the ability to document steps, you can share your Zaps with other team members with detailed notes so it’s easy to for them to get up to speed on what you’re building.How It WorksHere’s a screenshot showing what the Visual Editor looks like.What Do You Think?Are you excited to have this new visual view to work with? Are you happy with the existing (classic) view? Any suggestions on how we can improve this new feature?

Categories:Beta ReleaseProduct UpdatesAnnouncements

Improved Offboarding with 'Remove Member' Feature

With this new feature available on the Team and Company plans, you can effortlessly offboard users from your Zapier account, so your essential Zaps continue to run smoothly during team changes.OverviewSo what does that look like?Simplified Off-boarding: Experience a streamlined offboarding process that informs Super Admins of Zaps owned by departing users, so you can transfer ownership and keep business-critical Zaps running smoothly. Uninterrupted Workflows: Keep your business-critical Zaps running smoothly, ensuring minimal disruptions and sustained productivity as your team transitions to new roles. Enhanced Confidence: Offboard users with confidence. Zapier’s offboarding process gives you the safeguards you need to transfer Zaps and connections effectively, so personnel changes don’t break your essential processes.Possible Use CasesEmployee Departure: When an employee leaves the company (involuntarily or voluntarily) and is removed from the account, Admins will see the user’s Zaps so they can be transferred to the appropriate admin or team member, preventing any disruptions in business workflows. Role Changes: If a team member's role changes within the organization, and their access to Zapier is removed, Admins can see which Zaps the user owns, so they can transfer the Zaps to the appropriate users, keeping workflows uninterrupted.How It WorksWhen a user is being removed from the account a modal will appear. This modal will alert the Admin that the user’s Zaps and app connections will be transferred over to that account owner, and provide recommended steps to follow.The steps include:Download a CSV of the user’s owned items Read a help article called, “Offboarding users from your Team or Company account”You can continue to remove the user or cancel the action. After the user is removed from the account an email confirmation with a CSV of the owned actions will be sent to the Admin.What Do You Think?Is this a feature you’ll be able to use? Does this help improve your offboarding process? Any feedback on how we could make it better?

Categories:Product UpdatesAnnouncements

New Zap advanced setting: polling intervals

Polling Intervals gives you control on the frequency of how often a polling trigger fetches new data. Polling Intervals gives you more control over your automations, helping you save resources, avoid overloading your apps, and ensure better data management.NOTE: Users on Company plans will see a new option in Zap Advanced Settings for configuring Polling intervals (for polling triggers only). If you'd like to upgrade your plan click here.Most Relevant For…Zap Builders who are creating complex automations with polling triggers, and who are looking for greater control over them Users connecting to APIs and who want to limit API calls during their ZapsHow It HelpsSave resources: By controlling polling intervals, you can better manage your monthly tasks, ensuring you tailor your Zaps to meet your company’s needs and requirements. Prevent overloading apps: Adjusting polling frequency helps avoid exceeding API limits, ensuring smooth and uninterrupted automations, and no surprise overage charges. Adapt to unique processes: Customize polling intervals to match the specific requirements of your business-critical processes means Zapier can adapt to your company’s unique needs.Possible Use CasesManage API quotas efficiently: Customers who want to prevent excessive API requests, ensuring that their automations run smoothly without exceeding limits or disrupting app functionality. Accommodate long-running processes: Users who need to adjust polling intervals to give systems enough time to complete complex or time-consuming processes before triggering the next step in the Zap.How It WorksIn Advanced Settings users can choose from a dropdown called Polling intervals. This dropdown has options between 1 to 15 minutes. 

Categories:Product UpdatesAnnouncements

New Feature! Bulk Actions: Change Zap Owner

Enhance your team’s efficiency with our new feature, which allows for quick and easy bulk transfer of Zap ownership, ensuring your critical business processes continue to function smoothly.Most Relevant For...Admins, Super Admins, and Owners who are managing the account Admins who need to remove a user from the account and don’t want their Zaps to turn off Users who need to transfer ownership of their own ZapsHow It HelpsEnsure Zaps keep running: When a user leaves your company you can transfer the ownership of Zaps, ensuring that the Zaps keep running and business-critical workflows are not disrupted. Simplify Zap ownership: You can easily transfer ownership of multiple Zaps to a new user, streamlining your Zap ownership management process. Save time and effort: Change ownership in bulk instead of Zap-by-Zap, saving you time and effort, and enabling you to focus on other important tasks.Possible Use CasesA team member has departed, or is about to, and it’s critical for the Super Admin to reassign their Zaps to ensure continuous operation. After shifting from a common login to personal ones, they’re looking to transfer ownership to the team member responsible for building it. Their goal is to pass the baton of a process to a team member, like someone in Marketing Ops or Sales Ops, who will assume ownership of the Zap going forward.” When a user builds a business-critical Zap in a private folder, the Super Admin can transfer it to a shared folder for improved oversight.”How It WorksOn the Zaps page, users can choose to change the ownership of Zaps. There are two ways to change the owners.Select multiple Zaps → Right click → Select Change Owner → Assign to new owner Select multiple Zaps → Open dropdown in bulk actions menu → Select Change Owner → Assign to new ownerAfter a new owner has been selected, a notification will appear. The notification lets the owner know that the ownership of the Zaps is changing and directs them to a new Queued Actions page. The Queued Actions page will show all of the bulk actions that are processing.

Categories:Product UpdatesAnnouncements